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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,348 | $102,422-43.0% | $147,117-60.3% | $80,959-27.9% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 20.11% | 135.16%-115.0pp | 420.54%-400.4pp | 35.67%-15.6pp |
| Employer contribution / active EE | $1,564 | $3,717-57.9% | $4,932-68.3% | $2,757-43.3% |
| Participant deferral / active EE | $1,856 | $6,652-72.1% | $8,065-77.0% | $4,300-56.8% |
| Admin fee / account holder | $1,406 | $7,953-82.3% | $12,993-89.2% | $6,925-79.7% |